智通财经APP获悉，近日，瑞银分析师蒂莫西·阿库里将应用材料公司(AMAT.US)目标价从285美元大幅调升至405美元，并重申对该股的"买入"评级。
该公司股价在过去一年内已飙升近80%。其背后核心动力在于公司日益稳健的增长前景。新建芯片制造厂并非短期项目，从规划到投产往往耗时数年。一旦投产，工厂内的设备便需要持续的维护与升级，这项持续性业务已成为应用材料公司稳定的收入来源。
公司的发展与整个半导体制造行业的扩张同步。工业物联网设备、电动汽车及人工智能等领域的需求持续攀升，而应用材料的设备正位于这些趋势的核心环节。
应用材料的盈利能力同样突出。公司始终保持着强劲的经营利润率，并通过股息和股票回购，将全部自由现金流返还给股东。
应用材料公司为全球半导体和显示面板行业提供材料工程解决方案，向技术制造商供应设备、服务和软件组合。
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